Evercore Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Evercore Wealth Management’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-156	Closed	-$17K	–	1014
2015 Q4	$17K	Buy	+156	New	+$17.4K	﹤0.01%	793
2014 Q4	–	Sell	-96	Closed	-$19K	–	977
2014 Q3	$19K	Sell	96 -10	-9%	-$1.91K	﹤0.01%	750
2014 Q2	$21K	Hold	106	–	–	﹤0.01%	733
2014 Q1	$19K	Sell	106 -313	-75%	-$56.3K	﹤0.01%	748
2013 Q4	$80K	Buy	+419	New	+$79K	﹤0.01%	493

Other funds holding TYG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evercore Wealth Management's TYG Position: Q1 2016 in Review

Evercore Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2016, closing a stake of 156 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in TYG in Q4 2013 and held it in 5 quarters. The position peaked at $80K in Q4 2013. 135 funds tracked by Wall St. Rank hold TYG as of Q1 2016.

Evercore Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 156 Tortoise Energy Infrastructure Corp shares in Q1 2016, an estimated $17K.
Evercore Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q4 2013 and held it in 5 quarters.
Evercore Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $80K in Q4 2013.
135 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.